San Luis Wealth Advisors’s Wells Fargo WFC Stock Holding History

San Luis Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$459K	Sell
2024 Q3	$498K	Sell
2024 Q2	$672K	Buy
2022 Q2	–	Sell
2022 Q1	$1.53M	Buy
2021 Q4	–	Sell
2021 Q3	$859K	Buy